[manigandham]

Yes. What does internet traffic have to do with it?

There are millions of SMBs and tens of thousands of large corporations around the world that own server hardware. A tiny percent of that is the major internet companies.

The designs for hardware are changing but the providers are still going to be the usual companies that are good at this and have all the manufacturing in place. For example a lot of banks have started to switch to Open-Compute designs [1] but they will still buy these from Dell or HP.

Software is a different story.

1. http://www.datacenterknowledge.com/archives/2015/03/11/open-...